waypoint wealth counsel Acquires 5,568 Shares of Netflix, Inc. $NFLX

waypoint wealth counsel boosted its holdings in Netflix, Inc. (NASDAQ:NFLX) by 893.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,191 shares of the Internet television network’s stock after acquiring an additional 5,568 shares during the quarter. waypoint wealth counsel’s holdings in Netflix were worth $580,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. First Financial Corp IN grew its position in Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 243 shares during the period. DiNuzzo Private Wealth Inc. grew its position in Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 239 shares during the period. Imprint Wealth LLC bought a new stake in Netflix in the third quarter valued at $25,000. MB Levis & Associates LLC grew its position in Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after acquiring an additional 192 shares during the period. Finally, Brown Shipley& Co Ltd grew its position in Netflix by 867.7% in the fourth quarter. Brown Shipley& Co Ltd now owns 300 shares of the Internet television network’s stock valued at $28,000 after acquiring an additional 269 shares during the period. Institutional investors own 80.93% of the company’s stock.

Analysts Set New Price Targets

NFLX has been the topic of a number of analyst reports. Deutsche Bank Aktiengesellschaft upped their price target on Netflix from $98.00 to $100.00 and gave the company a “hold” rating in a research report on Tuesday, April 14th. China Renaissance upped their price objective on shares of Netflix from $90.00 to $100.00 and gave the stock a “hold” rating in a research note on Friday, April 17th. TD Cowen decreased their price objective on shares of Netflix from $115.00 to $112.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Guggenheim set a $120.00 price objective on shares of Netflix and gave the stock a “buy” rating in a research note on Friday, April 17th. Finally, Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research note on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Netflix currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.53.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board authorizes an additional $25 billion share buyback (adds to December 2024 buyback, no expiration). The large repurchase boosts capital returns, supports EPS and float, and was cited by markets as the primary near-term catalyst for the stock lift. Netflix announces $25 billion share buyback (Reuters)
• Positive Sentiment: Analyst and investor support: Daiwa raised its price target and kept an outperform stance; JPMorgan reaffirmed its buy rating; noted active purchases from high-profile investors (e.g., Cathie Wood) reinforce institutional confidence. These endorsements can underpin further upside if fundamentals recover. Daiwa raises price target (MarketScreener) Cathie Wood keeps buying (Barchart)
• Positive Sentiment: Product/engagement initiatives: Netflix plans a TikTok-style vertical video feed to drive mobile engagement and discoverability — a strategic push to capture “snackable” viewing that could boost retention/monetization over time. Netflix eyes TikTok-style feed (Benzinga)
• Neutral Sentiment: Analyst commentary and valuation debate: Coverage highlights a pullback that some see as a buying opportunity while others caution on near-term risk; mixed views mean sentiment could swing with subsequent results or guidance. Valuation debate after pullback (Yahoo Finance)
• Neutral Sentiment: Strategic real estate/production expansion: Reports Netflix is in talks to buy LA studio space — could expand content capacity but would be a capital-intensive move. Netflix in talks to buy studio space (Yahoo Market Chatter)
• Neutral Sentiment: Corporate governance: Netflix’s board recommended “no” votes on two shareholder proposals tied to cultural/content disputes—governance item that may matter to some investors but is unlikely to move fundamentals. Board recommends no votes (Forbes)
• Negative Sentiment: Failed bid / industry consolidation: Warner Bros. shareholders approved a $110B sale to Paramount Skydance, closing off the acquisition Netflix pursued; consolidation reduces one strategic growth pathway and underscores competition for assets. Warner Bros sale approved (Yahoo Finance)
• Negative Sentiment: Q1 guidance and selloff risk: The stock plunged after softer-than-expected Q2 guidance and margin/earnings concerns; until growth or margins re-accelerate, downside risk remains despite the buyback. Q1 guidance selloff (Seeking Alpha)

Netflix Price Performance

NFLX opened at $92.82 on Friday. The company’s 50 day simple moving average is $93.29 and its 200-day simple moving average is $97.74. The stock has a market capitalization of $390.85 billion, a P/E ratio of 29.98, a price-to-earnings-growth ratio of 1.21 and a beta of 1.67. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.19.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.47. The business had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm’s quarterly revenue was up 16.2% compared to the same quarter last year. During the same quarter last year, the business earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Sell-side analysts anticipate that Netflix, Inc. will post 3.53 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Reed Hastings sold 420,550 shares of Netflix stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the transaction, the director directly owned 3,940 shares of the company’s stock, valued at $376,230.60. This trade represents a 99.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the transaction, the chief executive officer owned 122,140 shares in the company, valued at $10,130,291.60. This trade represents a 46.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,487,794 shares of company stock worth $136,255,772 in the last ninety days. 1.37% of the stock is currently owned by corporate insiders.

About Netflix

Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.

The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.